medic-bot
4e70eee0a8
Replace planned budget data with actual transaction totals for the previous year column in the budget table. Add getActualTotalsForYear helper to budgetService. Ref #34 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
261 lines
11 KiB
Markdown
261 lines
11 KiB
Markdown
# Changelog
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## [Unreleased]
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### Changed
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- Budget table: previous year column now shows actual transactions instead of planned budget (#34)
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## [0.6.5]
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### Added
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- Dashboard: month dropdown selector for the Budget vs Actual section with last completed month as default (#31)
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### Changed
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- Reports & Dashboard: reduced font size of month dropdown for better visual balance (#31)
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## [0.6.4]
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### Added
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- Budget table: previous year total column displayed as first data column for baseline reference (#16)
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### Fixed
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- Dashboard: level 4+ categories now appear under their parent instead of at the bottom of the section (#23)
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- Dashboard: category hierarchy now supports arbitrary nesting depth (#23)
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### Changed
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- Dashboard: pie chart takes 1/3 width instead of 1/2, giving more space to the budget table (#23)
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- Dashboard: pie chart labels now shown only on hover via tooltip instead of permanent legend (#23)
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- Budget vs Actual: category column now stays fixed when scrolling horizontally (#29)
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- Budget vs Actual: title changed to "Budget vs Réel pour le mois de [month]" with a dropdown month selector (#29)
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- Budget vs Actual: default month is now the last completed month instead of current month (#29)
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## [0.6.3]
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### Added
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- Dashboard: expenses over time stacked bar chart by category and month (#15)
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- Dashboard: budget vs actual table for current month with variance in $ and % (#15)
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- Budget table and Budget vs Actual report: section subtotal formatting with increasing visual weight (#14)
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### Changed
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- Dashboard: default period changed from "month" to "year to date" (#15)
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- Dashboard: removed recent transactions section (#15)
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- All report tables: grand total rows now use larger font (text-sm), bold weight, and thicker top border for better visual hierarchy (#14)
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### Fixed
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- Category over time report: all categories now displayed (limit increased from 8 to 50) (#13)
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- Category bar chart: Y-axis labels now use foreground color instead of muted gray (#13)
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- Category over time chart: legend text now uses foreground color instead of inheriting category color (#13)
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## [0.6.2]
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### Added
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- Budget table: section subtotals for expenses, income, and transfers displayed after each group (#11)
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- Budget vs Actual report: section subtotals with actual, planned, variation ($) and variation (%) per type (#11)
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### Fixed
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- Category page: detail panel now stays visible when scrolling through a long category list (#12)
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## [0.6.1]
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### Added
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- Changelog page: full version history accessible from Settings at any time
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- Bilingual changelog: release notes displayed in the user's selected language (EN/FR)
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### Fixed
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- Chart label visibility: amount labels on stacked bar charts now use black text with white outline for better contrast (#8)
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- Budget table: editable cells now show hover background, pointer cursor, and tooltip hint for clearer affordance (#9)
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## [0.6.0]
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### Added
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- Reports: toggle between table and chart view for Trends, By Category, and Over Time tabs
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- Reports: "Show amounts" toggle displays values directly on chart bars and area curves
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- Reports: filter panel with category checkboxes (search, select all/none) and source dropdown
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- Reports: source filter applies at SQL level for accurate filtered totals
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- Reports: sticky table headers on all report tables (Dynamic Report, Budget vs Actual)
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- Reports: interactive hover — dimmed non-hovered bars, tooltip filtered to hovered category
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- Reports: legend hover highlights category across all months (Over Time chart)
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### Fixed
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- Transaction table: comment icon now turns orange (like split icon) when a note is present (#7)
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## [0.5.0]
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### Added
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- Error boundary catches React crashes and displays an error page instead of a white screen
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- Startup timeout (10s) on database connection — shows error page instead of infinite spinner
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- Error page with "Refresh", "Check for updates", and contact/issue links
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- Log viewer in settings page — captures console output, filterable by level, copyable, persists across refresh
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- GPL-3.0 license — project is now open source
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### Changed
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- Report detail modal: sortable columns — click headers to sort by date, description, or amount (#1)
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- Report detail modal: toggle to show/hide amounts column (#3)
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- Budget table: column headers stay fixed when scrolling vertically (#2)
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### Fixed
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- Auto-updater on Linux: `latest.json` version field no longer has `v` prefix, package registry upload is more robust
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- Startup retry: DB connection retries up to 3 times before showing error page (fixes first-launch failure on Windows)
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- Migration checksum mismatch: automatically repairs stale migration 1 checksum on startup
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## [0.4.4]
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### Fixed
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- Linux binary now compatible with glibc 2.35+ (Ubuntu 22.04 / Pop!_OS) — CI builds in Ubuntu 22.04 container
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## [0.4.3]
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### Fixed
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- Auto-updater endpoint now uses Forgejo package registry for stable URL
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- Linux updater signatures (.AppImage.sig) now correctly collected in CI
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- All platform signatures (.deb.sig, .rpm.sig) now included in release assets
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## [0.4.2]
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### Changed
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- Auto-updater now points to self-hosted Forgejo instance
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- Windows builds now cross-compiled via cargo-xwin
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## [0.4.1]
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### Fixed
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- App stuck on infinite spinner after updating from v0.3.x (migration checksum mismatch on seed_categories.sql)
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- DB connection errors now logged to console instead of silently failing
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## [0.4.0]
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### Added
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- Categories: support for 3 levels of hierarchy (e.g., Dépenses récurrentes → Assurances → Assurance-auto)
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- Dynamic Report: new "Category (Level 3)" pivot field
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- Budget: intermediate subtotals and 3-level indentation for nested categories
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- Categories: automatic `is_inputable` management when creating/deleting subcategories
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- Categories: depth validation prevents creating a 4th level
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- Seed data: Assurances split into Assurance-auto, Assurance-habitation, Assurance-vie
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### Fixed
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- Auto-categorization: keywords starting/ending with special characters (`[`, `]`, `(`, `)`, `-`, etc.) now match correctly
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- Auto-categorization: pre-compile regex patterns for better batch performance
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## [0.3.11]
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### Added
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- Dynamic Report: support multiple column dimensions (composite column keys)
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### Fixed
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- Dynamic Report: no longer affected by global page date filters — uses only its own panel filters
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## [0.3.10]
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### Added
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- Dynamic Report: fields can now be used in multiple zones simultaneously (rows + filters, columns + filters)
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- Dynamic Report: right-click on a filter value to exclude it (shown with strikethrough in red)
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- "This year" period option in reports and dashboard (Jan 1 to today)
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## [0.3.9]
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### Added
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- Dynamic Report (pivot table): compose custom reports by assigning dimensions to rows, columns, filters and measures to values
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- Delete keywords from the "All Keywords" view
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## [0.3.8]
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### Added
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- Custom date range picker for reports and dashboard
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- Toggle to position subtotals above or below detail rows
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- Display release notes from CHANGELOG in GitHub releases and in-app updater
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## [0.3.7]
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### Fixes
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- Remove MSI bundle to prevent updater install path conflict
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- Change Windows updater installMode to basicUi
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- Improve split indicator visibility and adjustments layout
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## 0.3.2
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### New Features
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- **Linux support**: Add Linux build (`.deb`, `.rpm`, `.AppImage`) to release workflow
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- **Transaction splits on Adjustments page**: View transaction split adjustments in a dedicated section on the Adjustments page
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### Fixes
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- Fix CSV auto-detect edge cases
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- Remove accent from productName for Linux `.deb` compatibility
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## 0.3.1
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### Fixes
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- Always show profile switcher in sidebar (#2)
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## 0.3.0
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### New Features
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- **Multiple profiles**: Create multiple profiles with separate databases, custom names, and colors
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- **PIN protection**: Protect profiles with an optional numeric PIN
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- **Profile switcher**: Quick profile switching from the sidebar
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- **Drag-and-drop categories**: Reorder categories or change parent via drag-and-drop in the category tree
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- **Transaction splits**: Split a transaction across multiple categories with adjustable amounts
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## 0.2.10
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### New Features
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- **Period quick-select**: Add quick period filter buttons (This month, Last month, etc.) on the Transactions page
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- **Budget vs Actual report**: Monthly and year-to-date comparison table in Reports
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- **Parent category subtotals**: Budget page shows aggregated subtotals for parent categories
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- **User guide**: Complete documentation page accessible from Settings, printable to PDF
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### Improvements
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- Persist template selection and add Update template button
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- Don't pre-select already-imported files when entering source config
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- Make settings data imports visible in Import History
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- Replace per-template delete buttons with single delete on selection
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- Replace refresh icon with save icon on update template button
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- Add sign convention to budget page
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## 0.2.9
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### Fixes
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- Allow duplicate-content files with different names (#1)
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## 0.2.8
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### New Features
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- **Data export/import**: Export and import your data (transactions, categories, or both) with optional AES-256-GCM encryption (#3)
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### Fixes
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- Cross-file duplicate detection and per-file import tracking
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## 0.2.5
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### New Features
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- **Import config templates**: Save and load import source configurations as reusable templates
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- **12-month budget grid**: Full year budget view with monthly cells and annual totals
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### Fixes
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- Budget and category fixes
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- Migration checksum issue (schema.sql must not be modified after initial release)
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## 0.2.3
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### New Features
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- **Chart patterns**: Added SVG fill patterns (diagonal lines, dots, crosshatch, etc.) to differentiate categories in bar charts, pie chart, and stacked bar charts beyond just color
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- **Chart context menu**: Right-click any category in a chart to hide it or view its transactions in a detail popup
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- **Hidden categories**: Hidden categories appear as dismissible chips above charts with a "Show all" button to restore them
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- **Transaction detail modal**: View all transactions composing a category's total directly from any chart
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- **Import preview popup**: The data preview is now a popup modal instead of a separate wizard step, allowing quick inspection without leaving the configuration page
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- **Direct duplicate check**: New "Check Duplicates" button on the import configuration page skips directly to duplicate validation without requiring a preview first
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### Improvements
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- Import wizard flow simplified: source-config → duplicate-check (preview is optional via popup)
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- Duplicate-check back button now returns to source configuration instead of the removed preview step
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- Added `categoryIds` map to `CategoryOverTimeData` for proper category resolution in the over-time chart
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## 0.2.2
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- Bump version
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## 0.2.1
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- Add "All Keywords" view on Categories page
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- Add dark mode with warm gray palette
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- Fix orphan categories, persist has_header for imports, add re-initialize
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- Add Budget and Adjustments pages
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